tempsy

119 ms·

661.
by tempsy 6y ago
Tesla probably overcharges for out of warranty maintenance and repairs and wants to keep that margin for themselves. Also other trade secrets related to their service biz that they want to stay secret. But this means they either need to bui
662.
by tempsy 6y ago
My problem with Tesla's business model is that the service model doesn't seem to scale well. Because there's no decentralized dealership network, you are beholden to the nearest service center, which could be hours away from
663.
by tempsy 6y ago
ok.
664.
by tempsy 6y ago
the market doesn’t conform to your personal biases
665.
by tempsy 6y ago
Replace Tesla with Facebook, or a fraction of one large tech company, or less than the $900B stimulus bill that was just passed. My point was only that it’s a currently a small fraction of the overall US equity market, and if it becomes inc
666.
by tempsy 6y ago
an entire unique asset class that is worth one Tesla. seems low, no?
667.
by tempsy 6y ago
We are going to live in a low rate world for a long, long time. Cheap money means time horizons get expanded. This is the perfect environment for "moonshot" stocks because investors don't care if you say it'll take 8 yea
668.
Elon Musk is now the richest person in the world(cnbc.com)
34 points by tempsy 6y ago|10 comments
669.
Death of Florida doctor after receiving Covid-19 vaccine under investigation(usatoday.com)
8 points by tempsy 6y ago|1 comments
670.
by tempsy 6y ago
very few people can say that their job is 100% positive for the world.
671.
by tempsy 6y ago
Seriously? Because Trump is communicating with the insurgence using their platform. They are a key player in this whole episode.
672.
by tempsy 6y ago
This is a bit like an opioid company saying they are appalled by overdoses. This entire episode has been fueled and made possible by social media.
673.
Death of 22-year-old Pinduoduo employee renews controversy over work culture(scmp.com)
1 points by tempsy 6y ago|0 comments
674.
by tempsy 6y ago
only a matter of time when we start seeing negative rates on mortgages.
675.
Lender Affirm Seeks to Raise Up to $934M in IPO(bloomberg.com)
8 points by tempsy 6y ago|0 comments
676.
by tempsy 6y ago
it’s funny how trillions of dollars in market cap are built on top of some service with unprovable and questionable value.
677.
by tempsy 6y ago
big brands have the least to gain from online ads
678.
by tempsy 6y ago
In n Out has been a notable hold out from delivery apps for this reason.
679.
by tempsy 6y ago
the biggest difference between this rally and 2017 is that it appears to be mostly just bitcoin and, to a smaller extent, eth, and seems largely driven by institutions who now feel it is finally investable. imo there isn’t quite the same le
680.
Covid-19 Economy Boosts ‘Buy Now, Pay Later’ Installment Services(wsj.com)
1 points by tempsy 6y ago|0 comments
681.
by tempsy 6y ago
20% down payments aren’t really necessary anymore. plenty of lenders will let you pay 10% with no PMI or less.
682.
by tempsy 6y ago
No one should buy a home they intend to make their primary residence purely for investment reasons. But if you are settling down with kids, and don’t intend to move for 5 or more years, then having a stable home with a mortgage payment you
683.
by tempsy 6y ago
growing service centers 12% YoY when they added 50% of cars they’ve ever sold this year alone and plan to sell close to 1M next year (100% YoY) is the definition of inadequate.
684.
by tempsy 6y ago
the biggest issue is the service model not anything related to the car unless you got a lemon. they aren’t scaling service centers fast enough to keep up with an extra 200k cars added on the road every quarter, so service meaningfully deter
685.
by tempsy 6y ago
no, there’s just a fascinating phenomenon where Tesla owners appear to shrug off bad quality control, bad service, buggy software and controls, safety issues, etc en masse because they love their car.
686.
by tempsy 6y ago
“I love my Tesla but” has become so overused it is on the verge of becoming a meme.
687.
by tempsy 6y ago
and can Waymo? or other self driving cos? AFAIK the only real world data we have from Waymo is in flat and sunny suburban Phoenix.
688.
New U.S. Dietary Guidelines Reject Recommendation to Cut Sugar, Alcohol Intake(wsj.com)
165 points by tempsy 6y ago|185 comments
689.
Coinbase to Suspend XRP Trading Following SEC Suit Against Ripple(coindesk.com)
15 points by tempsy 6y ago|1 comments
690.
Qualtrics S-1(sec.gov)
2 points by tempsy 6y ago|0 comments

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